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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,919 | $106,110-72.7% | $147,005-80.3% | $77,671-62.8% |
| Participation rate | 33.6% | 78.4%-44.8pp | 82.2%-48.5pp | 70.6%-37.0pp |
| Annual return | 16.77% | 56.77%-40.0pp | 418.76%-402.0pp | 31.21%-14.4pp |
| Employer contribution / active EE | $1,283 | $4,065-68.4% | $4,934-74.0% | $2,726-53.0% |
| Participant deferral / active EE | $2,267 | $7,992-71.6% | $8,070-71.9% | $4,648-51.2% |
| Admin fee / account holder | $94 | $338-72.2% | $13,006-99.3% | $430-78.2% |